5min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Consequences of a Commodity Bull Market

There is a reason why folks stay at the bottom 50%. It's because they tend to spend and allocate their capital when they earn it in ways that are less disciplinarian. The green revolution is another one that will fit into the agenda more and more over time. And I find it hard to believe that military spending is not going to be larger or defense spending back in the 60s was about 9% of GDP.

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